+248.8%
NBIS vs TRI
-38.3%
+287.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -5.4% | +12.9% | +5.6% |
| 7D | +8.2% | -0.5% | +8.7% | +8.1% |
| 30D | +3.4% | +7.9% | -4.5% | +6.6% |
| 3M | -12.8% | +24.1% | -36.9% | -6.7% |
| 6M | +131.5% | +3.8% | +127.7% | +151.7% |
| YTD | +170.5% | -16.9% | +187.3% | +183.2% |
| 1Y | +248.8% | -38.4% | +287.2% | +423.3% |
| All | +248.8% | -38.3% | +287.0% | +423.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling